+1,055.9%
APH vs A
+246.7%
+809.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.6% |
| 7D | +5.0% | -1.9% | +6.9% | +5.9% |
| 30D | -3.9% | +6.9% | -10.8% | -7.4% |
| 3M | +13.0% | +9.2% | +3.7% | +7.4% |
| 6M | +25.2% | +25.7% | -0.5% | +9.7% |
| YTD | +22.9% | +11.5% | +11.4% | +14.3% |
| 1Y | +47.8% | +18.4% | +29.5% | +32.4% |
| 3Y | +283.0% | +26.6% | +256.4% | +217.5% |
| 5Y | +349.7% | -12.8% | +362.5% | +352.6% |
| All | +1,055.9% | +246.7% | +809.2% | +466.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling